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Dear [FirstName],
Within the next ten years, 40% of industry assets will be in transition due to advisor retirements. And a quarter of those retiring advisors are unsure of their succession plan.1
Introducing AdvisorLinkSM
AdvisorLink, powered by FindBob, is designed to support advisors like you with succession, continuity, contingency planning, mergers, and acquisitions (M&A).
Join our webinar on Wednesday, November 1, 2023, at 11am PT / 2pm ET to learn how this innovative digital succession planning tool can help you start planning for your future.
You'll get:
- A comprehensive tour of the AdvisorLink platform
- An understanding of how AdvisorLink can be beneficial
- Instructions on how to access the tool and get started
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